How to avoid losing (lots of) money on your Dynamics 365 projects This morning, while perusing the IT News, I came across an article about a $3.5M loss posted by one of the Australian System Integrators, who provide consulting on Microsoft technologies. The loss was said to be caused by poor project governance and controls, and perhaps more specifically professional service contract cost over-runs. Is this massive financial loss what you want for your CRM project? How can you prevent your project leading to this sort of financial disaster? To me, this story raises a number of questions emanating from…

How a successful implementation of Microsoft Dynamics 365 can help you (and your team) avoid information overload Information overload is the excess of information available to you when aiming to complete a task or make a decision. This excessive information impedes the decision-making process, resulting in a poor (or even no) decision being made.  There are many ways that a successful implementation of Microsoft Dynamics 365 CE can help you avoid this horrible situation. Quick and simple capture of client communications

Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365 There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.

Do you want to ensure that your CRM project stays at least close to your planned budget? To avoid a project, CRM or non-CRM, budget blowout - focus on Understanding.   This is a true story. A client, badly misadvised by their trusted partner Thousands of dollars wasted Thousands of hours of effort wasted All because understanding was missing CRM projects are rarely found to be easy.  Budget blowout - and sometimes massive blowout - is surprisingly common.

A Comparison of Power Automate and Classic Workflow in Dynamics 365 Microsoft Dynamics 365  and Power Platform have several different ways to automate tasks for your users.  It is essential to know which is the best tool for a given requirement.  Each of these techniques (tools) has their role to play in a successful CRM project.  The majority of these techniques do not require coding skills, although they do still require a logical way of thinking.  This blog is only looking at Power Automate and Classic Workflow.  It is one of a series of short blogs that I am developing as…